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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,989 | $86,294+30.9% | $111,303+1.5% | $85,856+31.6% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.3pp |
| Annual return | 12.60% | 19.99%-7.4pp | 54.66%-42.1pp | 318.58%-306.0pp |
| Employer contribution / active EE | $6,980 | $2,043+241.6% | $2,731+155.6% | $2,565+172.1% |
| Participant deferral / active EE | $4,534 | $3,641+24.5% | $4,487+1.0% | $3,952+14.7% |
| Admin fee / account holder | $14,916 | $8,189+82.1% | $7,966+87.3% | $6,261+138.3% |